A股異動丨電力股逆勢走強 韶能股份、立新能源漲停 電力改革持續深化
A股電力股集體拉昇,其中,韶能股份、立新能源封漲停板,龍源電力漲超7%,江蘇新能漲超6%,華電國際、明星電力、國電電力、寧波能源跟漲。消息上,電力改革持續深化,多地加快推進虛擬電廠建設,後續支持政策有望陸續出臺。華金證券此前發佈的研報顯示,隨着電改進一步深化與電力市場的快速發展,虛擬電廠作爲能源與信息技術深度融合的重要方向,可緩解極端天氣下電力供需矛盾、提升新型電力系統靈活調節能力、促進分佈式新能源併網消納,在電力市場化的持續推進下,有望打開盈利空間並完善商業模式,迎來發展提速期。(格隆匯)

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